Personal Financial Planning

Do you need someone to help you uncover financial opportunities? Design a financial plan for you and your family? Save for milestones like education and retirement? Insure your income no matter what? There are just some of the goals we can help you reach on your way to achieving financial peace of mind.

• • Plan for life’s opportunities
  • Retirement Savings
  • Education Savings 
  • Life, Disability, Long-Term Care Insurance 

Business Financial Planning

Does your business need someone to offer your employees various types of retirement plans? Help them improve their investment outcomes? Are you looking for advice on fine-tuning your business plan? Do you want to explore business succession solutions? We have assisted a range of successful companies in a variety of ways and would welcome the opportunity to do the same for you.

• • Qualified Retirement Plans (401(k), Profit Sharing, SEP, SIMPLE)
  • Fee-for-Service Planning/Analysis (PPS Consulting)
  • Group Life Insurance
  • Key Person Insurance
  • Business Continuity Insurance

The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network® , Member FINRA / SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. 

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